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Tax and Accounting

Tax Preparation/ Tax Planning

Tax Preparation/ Tax Planning

  • Current year tax preparation and electronic filing  
  • Past year tax review
  • Free consultation and estimates on your taxes
  • Tax gain-loss harvesting

Tax services provided by Generations Wealth Advisors, an unaffiliated entity from Securities America.

Tax Resources
 Books a mess? No problem.

 Books a mess? No problem.


If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help. We’ll prepare your bookkeeping for the year, prepare a full business tax return, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.

QuickBooks Setup-

Although QuickBooks is made for easy use, the initial setup and installation can be difficult. Allowing us to walk you through set up can save hours of frustration and ensure your account is properly setup.

QuickBooks Training-

Once QuickBooks is setup and working properly we can train you or employees how to quickly navigate through QuickBooks specifically for your business.